Sundaram Small Cap Fund Regular Plan - Growth
Category: Equity: Small Cap
Launch Date: 10-02-2005
AUM:
₹ 3,145.73 Cr
Expense Ratio
1.93%
Benchmark
NIFTY Smallcap 250 TRI
ISIN
INF903J01470
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
250
Fund Manager
Ravi Gopalakrishnan, Rohit Seksaria
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Small Cap Fund Regular Plan - Growth | 43.52 | 25.48 | 23.67 |
| NIFTY SMALLCAP 250 TRI | 57.74 | 26.64 | 25.64 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
224.9999
Last change
1.48 (0.6564%)
Fund Size (AUM)
₹ 3,145.73 Cr
Performance
17.48% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme aims to achieve capital appreciation by investing atleast 65 per cent of its assets in diversified stocks that are generally termed as 'small and mid caps'. Small and midcaps are defined as any equity stock whose market capitalization is equal to or lower than the market capitalization of the largest market capitalization stock in CNX Midcap 200 index.
Fund Manager
Ravi Gopalakrishnan, Rohit Seksaria
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 3.19 |
| Ujjivan Financial Services Ltd. | 2.96 |
| Can Fin Homes Ltd. | 2.82 |
| KSB Ltd. | 2.76 |
| Safari Industries (India) Ltd. | 2.61 |
| Power Finance Corporation Ltd. | 2.46 |
| Cholamandalam Financial Holdings Ltd. | 2.4 |
| Radico Khaitan Ltd. | 2.29 |
| Multi Commodity Exchange Of India Ltd. | 2.24 |
| Westlife Foodworld Ltd. | 2.05 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 27.1 |
| Services | 12.19 |
| Capital Goods | 9.75 |
| Healthcare | 8.17 |
| Technology | 7.95 |
| Consumer Staples | 5.88 |
| Construction | 5.44 |
| Materials | 4.68 |
| Consumer Discretionary | 3.67 |
| Automobile | 3.07 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Small Cap Reg Gr | 23.67 |
| Bandhan Small Cap Reg Gr | 0.0 |
| Mahindra Manulife Small Cap Fund Reg Gr | 0.0 |
| ITI Small Cap Reg Gr | 0.0 |
| Quant Small Cap Gr | 40.38 |
| Nippon India Small Cap Gr Gr | 31.77 |
| Franklin India Smaller Companies Gr | 25.17 |
| Invesco India Small Cap Reg Gr | 27.72 |
| BANK OF INDIA Small Cap Reg Gr | 32.32 |
| HSBC Small Cap Fund Reg Growth | 26.31 |